VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.49%
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.31M
5
AMGN icon
Amgen
AMGN
+$1.2M

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.38M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.24M
5
FSK icon
FS KKR Capital
FSK
+$1.12M

Sector Composition

1 Technology 11.95%
2 Healthcare 10.02%
3 Industrials 8.09%
4 Communication Services 7.84%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.2%
7,405
+666
27
$1.48M 1.19%
19,102
+6,861
28
$1.45M 1.17%
8,592
+7,135
29
$1.4M 1.13%
11,371
+39
30
$1.37M 1.11%
+8,161
31
$1.35M 1.09%
9,390
-370
32
$1.33M 1.07%
29,274
+3,110
33
$1.32M 1.07%
+37,284
34
$1.31M 1.06%
+42,168
35
$1.3M 1.05%
9,155
-58
36
$1.27M 1.02%
18,808
+6,098
37
$1.26M 1.02%
28,633
-1,520
38
$1.18M 0.96%
10,593
+107
39
$1.15M 0.93%
73,539
-2,796
40
$1.11M 0.9%
+36,728
41
$1.1M 0.89%
10,420
+1,070
42
$993K 0.8%
7,862
-314
43
$916K 0.74%
21,944
-25
44
$907K 0.73%
10,073
-282
45
$885K 0.71%
7,224
-4,187
46
$881K 0.71%
4,437
+1,690
47
$881K 0.71%
32,676
-255
48
$864K 0.7%
12,935
+350
49
$860K 0.69%
12,204
-191
50
$824K 0.67%
9,837
+1,683
1
2
3 4 5